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12671 High Bluff Dr Suite 200, San Diego, CA 92130 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-01-12 |
| TX | RA | APPROVED | 2021-12-17 |
Branch Locations
7 W Figueroa Street #308, Santa Barbara, CA 93101 • United States
400 Continental Blvd 6Th Floor, El Segundo, CA 90245 • United States
21 Waterway Avenue #300, The Woodlands, TX 77380 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Girard Securities, Inc. | San Diego | CA | 09/2011 | 11/2017 |
| Cetera Advisor Networks Llc | El Segundo | CA | 10/2017 | 12/2019 |
| Ignite Planners Llc | Mission Viejo | CA | 01/2020 | 11/2021 |
| Independent Financial Group | The Woodlands | TX | 11/2021 | Present |
(1) INTEGRITY WEALTH MANAGEMENT POSITION: Officer/Director NATURE: DBA Name for Marketing Purposes Only INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 12/01/2021 ADDRESS: 21 Waterway Avenue #300, The Woodlands TX 77380, United States DESCRIPTION: 50% owner of DBA used for marketing purposes (2) NOTARY POSITION: Agent/Representative NATURE: Notary INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 12/01/2021 ADDRESS: 21 Waterway Avenue #300, The Woodlands TX 77380, United States DESCRIPTION: Notarize documents
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-06-30 |
| S63 | Uniform Securities Agent State Law Examination | 2006-12-12 |
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